Forum Credit Union

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james.m.ray

18 Jan, 2022 12:29 AM

Forum credit union forumcu.com

  1. Support Staff 1 Posted by Maddy on 18 Jan, 2022 10:33 AM

    Maddy's Avatar

    Hi James,
    Thank you for contacting Moneydance support.

    Currently, Moneydance only supports automatic downloads using Direct Connect or Moneydance + but unfortunately neither of this automatic connection methods are supported by Forum credit union, at the moment.

    Without Direct Connect, you are still able to easily import your data into the program.
    We'd recommend you use the OFX or QFX file format if either of these are available. If not, use the QIF file format. You can find the steps for manually importing your data in this article.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. System closed this discussion on 19 Apr, 2022 10:40 AM.

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